Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Woodland Hills, CA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
350
Avg Client Age
70
Overview

We are a 100% fee-only RIA that was founded in 1976. We have completed an internal business transition and one succession agreement with another RIA. We provide full wealth management services to our private wealth clients as well as corporate services to business owners.

Our team consists of a talented core of younger advisors who are looking to buy, become a successor to, or merge with other advisors who share similar values and investment philosophies.

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